One AI conductor for every customer touchpoint
Task Genie coordinates sales, delivery, success, and support in one workspace. Close faster, launch smoother, and keep customers engaged with an assistant that thinks like your team.
Trusted by customer-obsessed teams
Coordinate every step without losing context
Explore how Task Genie captures leads, launches projects, and supports renewals—all guided by the same AI brain.
Qualify every lead without lifting a finger
Task Genie scores inbound leads, drafts responses, and routes the highest intent to your reps instantly.
- •AI lead scoring tuned to your playbooks
- •Smart inbox that drafts replies in your brand voice
- •Unified profile that follows prospects into delivery
Inbound Queue
Genie Insight
“Three leads match your ‘Services Plus’ playbook. I drafted intro replies and scheduled discovery slots.”
Follow the customer journey beam
A single signal moves from first touch to renewal. Each milestone pulses with AI guidance so every team knows what to do next.
AI triages the intake
New prospects flow into a unified inbox where Task Genie scores fit, drafts responses, and books discovery calls.
Context transfers automatically
Close one deal and delivery receives every note, doc, and expectation instantly—no manual handoff or lost nuance.
Execution stays coordinated
Auto-generated plans assign work by role, surface risks, and keep sales & success in sync with live status updates.
Health signals trigger action
AI monitors sentiment, drafts proactive outreach, and flags expansion moments so your team can double down on wins.
Teams close faster and retain longer with Task Genie
"Task Genie helped us unify sales and delivery in one sprint. Our onboarding time dropped from two weeks to five days."
Maya Chen
Head of Customer Operations, Stratus Sphere
"The AI assistant spots churn risk before our CSMs do. We closed three expansion deals in the first month using Genie prompts."
Dev Patel
VP of Revenue, Rabb-It
"Lead scoring happens automatically and every won deal spins up a ready-to-run project. Nothing falls through the cracks now."
Sofia Ramirez
Director of Delivery, Mad Engineering
Try the Task Genie concierge right now
Ask about onboarding, integrations, or pricing and get an answer in real time. The embedded assistant is powered by your Agent Builder workflow and ready to drop into your product.
- •Secure, token-based session creation with audit trails
- •Fully brandable UI that embeds on any route
- •Powered by your curated knowledge base and automations
Sparkline peek
“Genie just routed two onboarding questions to self-serve and escalated a billing issue to your CSM—without leaving the chat.”
Answers tailored to the team you lead
Pick the journey you care about—growth, operations, or support—and see how Task Genie adapts.
Keep pipelines full, handoffs tight, and renewals on pace with one intelligent workspace.
How quickly can sales start using Task Genie?
Most teams import their CRM data and start tracking a unified pipeline in under 10 minutes. Our AI assistant scores every new lead and drafts first-touch replies automatically.
Does Task Genie integrate with my existing CRM?
Yes. Sync Salesforce, HubSpot, or Copper in real time. Genie mirrors fields both ways so your reps keep their familiar workflows while benefitting from unified journeys.
Ready to unify your customer journey?
Stop juggling disconnected tools. Task Genie orchestrates every touchpoint with AI that plays nicely with your team.
Join 500+ SMBs who eliminated system fragmentation with Task Genie.